Seasoned and meticulous professional with extensive experience in problem-solving, multi-tasking, and case management, honed through personal experiences with a special needs child. Known for dependability, reliability, and exceptional organizational skills. Adept at providing excellent customer service and meeting aggressive deadlines.
Overview
20
20
years of professional experience
1
1
Certification
Work History
Finance Advisor-Sr Written
University of Phoenix
05.2019 - Current
Communicate with internal and external customers through live chat, email, and working cases to solve financial problems and answer questions
Provide timely, accurate, and comprehensive customer service to students while providing guidance on policies and requirements for finance options, including federal student financial aid
Facilitate the processing of federal student financial aid to ensure compliance with established procedures and policies
Ability to work in a fast-paced environment that requires multi-tasking, close attention to detail, handling more than one customer interaction at a time, and taking both inbound and outbound calls
Assist students regarding account discrepancies requiring research, having the ability to de-escalate and offer effective issue resolutions.
Case Aide
Division of Developmental Disabilities, State of Arizona
11.2018 - 03.2019
Assist in keeping files updated
Ensure only current information is included in file to keep files clean and easy to maneuver through
Update member files to authorize hours for approved therapies, contacted member for scripts to approve therapies
Prep meeting documentation for each member to ensure meetings are timely and efficient
Attended meetings with members to go over the ISP and gave guidance on IEP's with the school
Technical writing of meeting notes of individual support plan, issue referrals for behavioral health inquiries and follow up with agencies to secure documentation
Worked with quality reviews of files for long term care qualifications, quality reviews of therapies
Reviewed quarterly reports from the therapies and ensured that all reports were included in the file.
Student Finance Planner
Everest College Phoenix
07.2008 - 09.2011
Conduct preliminary financing interview with new students
Update appropriate tracking systems for timely processing, funding, billing and collections
Maintain approved tracking system for new applications and missing documents for timely follow up and completion in accordance with company policies
Provide new students with accurate information regarding application process, loan counseling and their eligibility for financial assistance and alternative financing
Provide customer service and answer student inquiries regarding financial status.
Operations Clerk
Wells Fargo Bank
10.2007 - 08.2008
Process checks, post to account
General data entry
Maintain standard goals for keyed entries per month.
Finance Advisor
Core 3, Inc.
11.2003 - 10.2007
Detailed review of documentation submitted for admission to college
Updated account information, posted funds to student accounts and processed refunds when needed
Sent award letters to students regarding financial aid funds received
Review of Elm transmissions
Ability to cancel, change and update loan information after transmission
Thorough knowledge of guidelines related to Title IV funding.
Education
Bachelor of Science in Sociology with an Emphasis in Social Work -
Grand Canyon University
01.2021
Associates in Business Management -
Everest College of Phoenix
01.2011
Skills
Attention To Detail
Time Management
Word Processing Software
Spreadsheet Software
Computer Skills
Organization
Decision-Making Ability
Customer Relationship Management (CRM)
Listening Skills
Certification
Human Resources Management Certificate University of Phoenix, Phoenix, AZ Completed: September 2023
Certified Nursing Assistant License Heart to Heart Academy, Colorado Springs, CO Licensed: October 2023
Medical Records Undergraduate Certificate University of Phoenix, Phoenix, AZ Currently enrolled, expected completion: May 2024
Timeline
Finance Advisor-Sr Written
University of Phoenix
05.2019 - Current
Case Aide
Division of Developmental Disabilities, State of Arizona
11.2018 - 03.2019
Student Finance Planner
Everest College Phoenix
07.2008 - 09.2011
Operations Clerk
Wells Fargo Bank
10.2007 - 08.2008
Finance Advisor
Core 3, Inc.
11.2003 - 10.2007
Bachelor of Science in Sociology with an Emphasis in Social Work -